ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,040,649 | -0.3% | 22,438 | +0.2% | 0.09% | -1.1% |
| Q2 2023 | $1,044,159 | +3.6% | 22,388 | +4.7% | 0.09% | -5.3% |
| Q1 2023 | $1,008,304 | -0.3% | 21,383 | -1.8% | 0.09% | -8.7% |
| Q4 2022 | $1,011,454 | -50.9% | 21,779 | -51.3% | 0.10% | -12.7% |
| Q3 2022 | $2,062,000 | -2.7% | 44,756 | 0.0% | 0.12% | -3.3% |
| Q2 2022 | $2,120,000 | -18.6% | 44,756 | -16.8% | 0.12% | -3.2% |
| Q1 2022 | $2,605,000 | +130.9% | 53,767 | +140.3% | 0.13% | +13.5% |
| Q4 2021 | $1,128,000 | -21.6% | 22,378 | -20.3% | 0.11% | -25.0% |
| Q2 2021 | $1,438,000 | +23.1% | 28,061 | +23.2% | 0.15% | -5.7% |
| Q1 2021 | $1,168,000 | +3.4% | 22,770 | +4.0% | 0.16% | -5.4% |
| Q4 2020 | $1,130,000 | +0.8% | 21,888 | +0.7% | 0.17% | -9.3% |
| Q3 2020 | $1,121,000 | -1.8% | 21,740 | -2.0% | 0.18% | -11.6% |
| Q2 2020 | $1,141,000 | -4.3% | 22,176 | -6.2% | 0.21% | -24.2% |
| Q1 2020 | $1,192,000 | -9.4% | 23,630 | -9.5% | 0.27% | +37.2% |
| Q4 2019 | $1,316,000 | -2.1% | 26,118 | -1.8% | 0.20% | -28.9% |
| Q3 2019 | $1,344,000 | -1.4% | 26,596 | -1.6% | 0.28% | +56.4% |
| Q2 2019 | $1,363,000 | +0.8% | 27,039 | -0.4% | 0.18% | -40.5% |
| Q1 2019 | $1,352,000 | -2.0% | 27,152 | -3.6% | 0.30% | -18.9% |
| Q4 2018 | $1,379,000 | – | 28,165 | – | 0.37% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 575,285 | $29,379,000 | 22.89% |
| INVESTMENT SECURITY GROUP INC /CO/ /ADV | 723,797 | $36,964,000 | 14.67% |
| Old North State Trust, LLC | 315,716 | $16,124,000 | 14.37% |
| Klaas Financial Asset Advisors, LLC | 1,132,457 | $57,835,000 | 14.11% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 370,479 | $18,920,000 | 14.03% |
| Wilshire Advisors LLC | 101,857 | $5,202,000 | 13.85% |
| Prosperity Planning, Inc. | 476,736 | $24,347,000 | 13.28% |
| Campbell Wealth Management | 1,467,934 | $74,967,000 | 10.04% |
| Hudson Capital Management LLC | 426,906 | $21,802,000 | 8.73% |
| Courage Miller Partners, LLC | 410,648 | $20,972,000 | 8.43% |